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[lastpost] => 2798095 每天有 2 亿枚代币流入市场：零知识证明的大门正以比任何人预想的速度关闭（转） 1769186717 右耳
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[虚拟币交流]
未来ETF正式通过, 币价单天上涨几倍 值得看好的几个方向 (转）
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本帖最后由 人生如赌 于 2023-6-24 16:30 编辑 8 k8 b( q5 O V+ a# u7 H
z4 V3 Z% r0 f: D# [比特币未来或许会在某一个时刻，ETF正式通过，世界上最大体量资金熊入，然后单天上涨几倍。对未来几个月行情，我看好的方向几个：1 v- ~7 R# C4 ]" o; E, H' F
( H* P1 m/ l& u9 ]# q7 l& a( v一、BTC和BTC生态
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稳、回报高。BTC还是重头戏，圈内的减半、圈外的一堆etf申请，以及edx等。
2 ]4 j& T$ y: v& \
, C3 s' D' a( _9 }$ m1 G在币安的 BTCEcosystem+ U! ]; F8 ^9 r: N
3 _; ~ ] |! c# ]# U
% X, i% N8 |( T7 ^( X1 _4 ]: S1 o, w( f
补充：$REN - BTC 上的 defi（在 FTX 和 Luna 事件后苦苦挣扎，尽管得到了币安的支持，但开发人员声称这在未来可能是暂时的）; \2 D* C) P# ?+ e, \
1 _# A# k- C8 Q* j0 M! R5 R
BTC Layer2，MEXC 上可用的代币' ?# o2 v5 D s1 K& U- P7 f$ Y4 {
& ~& m( @- d6 G/ P+ J) p$ALEX ：$STX的 Dex, s; v! q+ @9 o1 _
+ X* v5 K$ }6 @% c+ K$ e$ `
$SOV：智能合约、借贷、借贷
0 q5 A1 N8 A7 T4 _4 ^8 x u6 w4 \( r0 b
$PCX：BTC Layer2omniBTC9 o+ ]% ?! z: V- s# k& Q u
( M& {8 m( X6 V" S7 ]8 b' `$ORD：Dex& A8 j' m% ] C
( {; D; y ?2 J' \$ML：BTC Layer2 （大通胀）
: L. m2 U0 N, G# Y9 K( n
4 y0 j2 v+ X7 k# u, M+ ^8 f$LBTC：闪电比特币
3 s ]5 t3 r0 s* I- P4 h8 W% I: _" z# [3 i
$BC：旧比特币# ~9 [$ l0 J, q! w/ u' v
% B* f: M2 J, b- SBRC20，GATE 上有很多 - $ORDI：领导趋势，不知道买什么来推测BRC20趋势，那就闭上眼睛买ORDI
0 n: z% o2 t& z9 k$ @1 ]5 t: w8 f/ \- ]+ L/ g/ H% I. V
ORDI是当前BTC生态最有想象力和共识基础的。OK的BRC-20s要上了，ORDI是金铲子。
: q6 H; {' W& g9 v& o' C4 w* g
7 y8 I. S7 H ^0 o2 p( ]. ~二、ETH和L2
9 c+ R; W% B# R3 u2 V W2 P t( W: m
ETH不用说，通缩必来。ETHS今天OTC直接从110涨到了300，3倍，就因为创始人下午要开放API。OTC真的是一个更方便控盘、炒作的方式。ETHS的逻辑就是，ORDI在以太上的翻版。在ORDI上赚到钱的自然趋之若鹜，没赚到钱的更是杀红了眼。即使1000U一张，ETHS的市值也才2100w，对于目前的关注度来说，不算特别高，能涨到300就是这样的逻辑。未来BTC是大哥，ORDI是BTC生态+铭文龙一，ETHS是铭文龙二。2 t% A3 U" y/ M3 ^
+ V* b' P2 ]: O& |$ f+ H
以太铭文目前场外价格& q* G4 |7 h3 ? d- g& G+ q4 S! I
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$eths 260-280u: j6 f) K* G" r5 a6 J4 }% O
! \/ s) h; F. {& l* A( p$gwei 15u附近( y Q5 u1 ~+ g3 H: ]
' `' b o. X n' E& X3 Z% P$ercs 10u附近
1 c' J2 k" v. h$ G( p( Z# b9 I+ J! h; Q/ m8 S' a& ]9 A/ X" v. b) W% N
一个观点，这个行业早期项目，新玩法，但凡第一眼看不懂的项目，都值得轻仓参与一下。抛弃偏见，放下傲慢，做个“傻子”，或许就会有好运发生。' Y5 \) ?+ w; }4 Q
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